Helping you reach your financial goals Alex Greene, CFP®, CRPC® Senior Vice President – Investment Officer CERTIFIED FINANCIAL PLANNER® ________________________________________ About Alex Greene With 17 years of experience in financial services, I work with individuals and families to develop customized investment strategies tailored to their long-term goals, risk tolerance, and life stage. I’m particularly focused on helping clients simplify complex financial decisions—whether that’s preparing for retirement, managing concentrated equity positions, or navigating transitions in wealth. Raised in Athens, GA, I earned my accounting degree from the University of Alabama at Birmingham. Since then, I’ve built a career defined by continuous learning, market-tested experience, and an unwavering commitment to my clients' financial success. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor℠ designations—credentials that reflect my dedication to providing holistic, fiduciary-level guidance. Clients appreciate my direct communication style and ability to translate complex financial strategies into clear, practical steps. I believe financial advice should be both strategic and accessible—and I aim to deliver both. Credentials I serve as a Senior Vice President – Investment Officer at Wells Fargo Advisors and hold both the CFP® and CRPC® designations. My goal is to make financial strategies clear and actionable, empowering clients to feel confident in the decisions they make. My Process Your goals evolve—and your wealth plan should too. I build adaptable investment strategies that align with your objectives, then refine them over time as your life changes. From accumulation to distribution, I’m by your side to help ensure your plan stays on track, no matter what the market or life throws your way. As a Client When you work with me, you can benefit from the scale and stability of Wells Fargo Advisors—with the access and responsiveness of a trusted local advisor. I serve as your primary point of contact for both investment planning and broader financial conversations, while providing access to Wells Fargo’s banking and lending affiliates to support your full financial picture. About Wells Fargo Advisors Wells Fargo Advisors, a non-bank affiliate of Wells Fargo & Company, traces its roots back to 1879. It is one of the nation's largest and most respected financial institutions, with a long history of serving individuals, families, and businesses. ________________________________________ Contact 1200 Mitchell Bridge Road Athens, GA 30606 Office: (706) 546-9442 | Cell: (404) 457-7102 alex.greene@wellsfargo.com wellsfargoadvisors.com PM-01262027-8221255.1.1